At a Glance
- Tasks: Lead the development of innovative client propositions in wealth management.
- Company: Dynamic investment and wealth management firm based in London.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on continuous improvement and innovation.
- Why this job: Make a real impact by shaping client experiences and driving strategic initiatives.
- Qualifications: Experience in wealth management and proven track record in proposition development.
The predicted salary is between 60000 - 80000 £ per year.
Rev & Regs are seeking a Senior Client Proposition Manager to work for a dynamic and well-respected investment and wealth management firm in London. This is a 6-month fixed term contract.
You will support client proposition activity within the business aligned with Group strategy, including design, development, delivery and ongoing ownership. Ensure client need, satisfaction and experience are key components of future proposition development.
Responsibilities- Manage the development and deployment of a range of client facing propositions that are calibrated to meet multiple client needs recognising life-stage, investment risk appetite and channel preferences. Proposition development should be conceived at both individual and portfolio level.
- Ongoing ownership of specific propositions, including periodic review, KPI monitoring (commercial, client, risk, conduct), utilisation and alignment to client segmentation strategy.
- Market scanning and reporting in place to improve benchmarking for fair value; VFM for clients; total costs to client; competitor awareness; business leadership knowledge and decision making.
- Ongoing consideration of new analysis tools, e.g. behavioural economics.
- Proposition choice criteria to include client insights, brand, channel/target market, marketing strategy.
- Client and User Experience design standards that deliver against brand, client expectations and proposition promises recognising the businesses blend of human and digital contact points.
- Show leadership in managing and resolving live proposition issues, coordinating resource to ensure bottlenecks and problems are escalated and resolved.
- Work closely with teams across group to ensure processes are lean, efficient and support growth.
- Management of 3rd party suppliers/contractors. Ensure they are engaged and committed to supporting our objectives, and that actions are delivered in a timely fashion.
- Champion lean processes and continuous improvement across proposition delivery.
- Relevant business experience, preferably in Wealth and/or Asset Management.
- Proven track record in senior proposition or strategy roles within wealth management having track record to design, develop, and own client-facing propositions.
- Technical background in financial services.
- Demonstrated ability to guide strategic investments and enhancements.
- Strong project management skills and proactive problem-solver with a bias for action and continuous improvement.
- Ability to consolidate facts and produce credible recommendations.
- Outline knowledge of investment vehicles and investment markets.
- A sound understanding of the investment process.
- Strategic thinking with operational execution with broad understanding of settlement and operational processes.
Location: Hybrid (2 days per week in Edinburgh office)
Senior Client Proposition Lead - Wealth Management (Hybrid) in Edinburgh employer: Rev & Regs
Rev & Regs is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation and client satisfaction are at the forefront of our wealth management services. With a strong focus on employee growth, we provide opportunities for professional development and encourage a culture of continuous improvement, ensuring that our team members thrive both personally and professionally. Our hybrid working model allows for flexibility while fostering collaboration, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Proposition Lead - Wealth Management (Hybrid) in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its client propositions. Understand their values and how they align with your experience. This will help you tailor your answers and show them you're the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on showcasing your project management skills and problem-solving abilities, as these are key in the wealth management space.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a chance to highlight your passion for the role and the company right from the start.
We think you need these skills to ace Senior Client Proposition Lead - Wealth Management (Hybrid) in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Client Proposition Lead. Highlight your experience in wealth management and any relevant projects you've led. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about client propositions and how your background makes you the perfect fit for this role. Keep it engaging and personal!
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to manage and develop client-facing propositions. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Rev & Regs
✨Know Your Propositions
Before the interview, dive deep into the client propositions that the company currently offers. Understand how they align with client needs and market trends. This will not only show your interest but also allow you to discuss how your experience can enhance their offerings.
✨Showcase Your Strategic Thinking
Be prepared to discuss specific examples from your past roles where you've successfully developed or managed client-facing propositions. Highlight your strategic thinking and how it led to improved client satisfaction or business growth. Use metrics to back up your claims!
✨Understand the Market Landscape
Research the current trends in wealth management and investment markets. Be ready to talk about competitors and how you would position the firm's propositions against them. This shows that you’re proactive and have a finger on the pulse of the industry.
✨Emphasise Collaboration Skills
Since the role involves working closely with various teams and third-party suppliers, be sure to highlight your collaboration skills. Share examples of how you've effectively coordinated with different stakeholders to resolve issues or improve processes in previous roles.
